Can I see the deals behind a number?

Yes. Click any part of a chart and the matching deals, follow-ups, people or companies open as a list you can work from straight away. That list is always current, even if the chart was showing a saved figure.

How current are the numbers?

Charts are saved for speed and show you when they were last worked out, with a refresh button when you want them redone. The lists behind them are always current.

Sales reports and dashboards

Ready-made charts

“How much is in play this month?” and “where do deals keep stalling?” are different questions, and they need different pictures. You get the one that suits the question rather than the same chart every time.

One big numberBookings this month, and whether it is up or down.
Progress to targetHow far along you are against what you set.
Where deals standHow they spread across stages, people and sources.

Drill down into the deals

Most reports end the conversation. Here you click the bar, and the deals behind it open up — the actual leads, people and follow-ups that add up to that number.

Any part of the chartEvery bar, slice and stage opens its own list.
A list you can workReal leads you can start calling, there and then.
Always currentThe list is pulled fresh every time you open it.

Customizable dashboard

A sales head and a rep do not need the same six charts. Start with everything, then keep what you use.

Drag to reorderPut the one you check first at the top.
Remove and restoreHide what you never read, add it back later.
Narrow it downOne month, one rep, one stage.
Your wordsReports use whatever you have named things.

Frequently asked questions

You arrange your own view — reorder the charts, remove what you do not use, and narrow things down to a month, a rep or a stage. The numbers themselves are set up once for your business rather than by each person, so everyone reads the same figures.